Johnston, IA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Compound Planning, Inc.
Multi-team
Firm-wide stats for Compound Planning, Inc.
About
Compound serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through a mix of discretionary portfolio management, financial planning, and institutional advisory services. It offers both Direct Investment Management and a Turnkey Asset Management Program (TAMP) that gives outside advisors access to in‑house and third‑party investment models, including alternatives such as private REITs and private credit.
The firm operates as a fiduciary and builds risk‑based model allocations tailored to client goals, combining long‑term buy‑and‑hold strategies with tactical tools like direct indexing, tax‑loss harvesting, rebalancing, and occasional short‑term trading. Compound documents its processes and oversight in its Form ADV, conducts ongoing due diligence on preferred providers, and monitors accounts continuously while providing annual updates and ad hoc written reports to clients.
Compared with many peers, Compound’s corporate relationships are more integrated: it received a minority investment from FT FinTech Holdings that includes a convertible synthetic equity interest and an agreement to designate Canvas as its preferred direct‑indexing platform. The firm also discloses that many Associates are licensed insurance agents who may earn commissions and that it coordinates tax and insurance services (with third‑party vendors like April, Track, and WhyBlu), and it distributes periodic client communications such as annual brochure updates and other newsletters.
Based on Compound Planning, Inc.
Expertise
Based on Compound Planning, Inc.
Location
5435 NW 100th St, Suite 450
Johnston IA 50131
Advisors at this office
4
Advisors at this office
Aaron S
CFP®, Series 66
Johnston, IA
Compound Planning, Inc.
Aaron Schomer is a CFP® with 22 years of industry experience. He is currently an advisor at Compound Planning, Inc. and previously worked at RSM US Wealth Management LLC for 18 years and Choreo, LLC for three years. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries with discretionary portfolio management, financial planning, and institutional advisory services. The firm offers a blend of long-term strategies and tactical tools, including direct indexing and tax-loss harvesting, and maintains integrated corporate relationships through strategic partnerships.
Kevin L
CFP®
Johnston, IA
Compound Planning, Inc.
Kevin Lors is a CFP® professional with 13 years of industry experience. He has worked at Compound Planning, Inc. since 2025 and was previously with Choreo, LLC for 12 years. He is a 50% member of Northwater LLC and Northwater Development LLC, businesses involved in land development and property sales near Adel, Iowa. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm focuses on risk-based model allocations and combines long-term strategies with tactical approaches, including direct indexing and tax-loss harvesting.
Joleen S
CFP®, Series 66
Johnston, IA
Compound Planning, Inc.
Joleen Scheer is a CFP® and Series 66-registered financial advisor with 14 years of industry experience. She currently works at Compound Planning, Inc. and previously spent 12 years at RSM US Wealth Management LLC and three years at Choreo, LLC. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm offers a mix of long-term buy-and-hold strategies and tactical tools, including direct indexing and tax-loss harvesting, supported by continuous monitoring and documented oversight.
Lindsey O
CFP®, Series 65
Johnston, IA
Compound Planning, Inc.
Lindsey Oneil is a CFP® and holds a Series 65 license, with eight years of experience in financial services. She is currently with Compound Planning, Inc., where she has worked since 2025, following seven years at Choreo, LLC and three years at RSM US LLP. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm uses risk-based model allocations tailored to client goals, combining long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting.
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